Products — InvoiceFlow
InvoiceFlow keeps invoice follow-up moving without relying on memory.
InvoiceFlow is Orivian's invoice automation workflow for businesses that need consistent reminders, overdue escalation, internal alerts, and cleaner accounts receivable visibility.
Who InvoiceFlow is for
Built for businesses where invoice follow-up is still a manual process.
InvoiceFlow is designed for teams where someone is spending time every week chasing invoices that should be following up automatically.
Service businesses
Businesses billing clients for ongoing or project-based work where invoice follow-up is a recurring part of operations.
Agencies and consultants
Firms and independent consultants who send invoices regularly and need consistent follow-up without the manual overhead.
Contractors
Contractors juggling multiple active jobs and clients where invoicing and reminders often compete with the work itself.
SMBs using QuickBooks, Stripe, or similar tools
Businesses already using accounting or payment tools that want automation layered on top without switching platforms.
Teams where invoice follow-up is inconsistent
Teams where some customers get reminders and others do not — because the process depends on who notices an overdue invoice.
Key features
What InvoiceFlow automates.
Every part of the workflow is designed to eliminate the manual steps between invoice creation and payment received.
Invoice-created trigger
The workflow starts the moment an invoice is created. No manual step required to begin the follow-up process.
Automatic reminder cadence
Reminders go out at the right intervals — before due, on due date, and after — without anyone manually sending them.
Overdue escalation
When an invoice crosses the overdue threshold, the workflow escalates automatically based on rules you define.
Internal email or Slack alerts
Your team gets notified when invoices go overdue, payments are received, or escalation is triggered.
Payment status updates
When a payment is recorded, the workflow updates records and notifies the relevant people automatically.
Weekly AR summary
A recurring summary of open, overdue, and recently paid invoices goes to whoever needs to see it, on schedule.
Optional customer-facing reminder workflow
Customer-facing reminders that go out in your voice, on your timing, without manual sending.
How it fits into Orivian
InvoiceFlow is an Orivian implementation package.
Delivered as an implementation package
InvoiceFlow is not a self-serve software product yet. It is delivered as an Orivian implementation — configured for your tools, your timing, and your escalation rules.
Built on proven automation patterns
InvoiceFlow uses the same workflow automation approach Orivian applies across client engagements. The patterns are tested and the logic is clear.
Connects to your existing tools
InvoiceFlow is configured to work with the accounting, payment, and communication tools you already use — not a new platform you need to adopt.
Pricing
Implementation is scoped to your tools and workflow.
Implementation packages typically start around $750–$2,500 depending on invoice volume, tool stack, reminder complexity, and escalation rules.
InvoiceFlow is built around the accounting, payment, and communication tools you already use — not a platform you need to switch to.
Related example systems
Other systems that work alongside InvoiceFlow.
InvoiceFlow handles invoice follow-up end to end. These are additional representative systems Orivian can build to support connected workflows.
Example system
Invoice follow-up system
The problem
Someone on the team manually checks open invoices each week and sends reminder emails one by one.
What it does
An automated workflow triggers when an invoice is created, sends reminders at defined intervals before and after the due date, escalates overdue items internally, and updates records when payment is received.
Likely outcome
Designed to reduce the time spent manually chasing payments and create a consistent follow-up process that does not depend on someone remembering to act.
Representative workflow
Reporting dashboard system
The problem
Getting a clear picture of operations requires opening multiple tools, pulling exports, and assembling the numbers manually.
What it does
A custom internal dashboard connects to existing data sources and presents key operational metrics in a single view, updated automatically on a defined schedule.
Likely outcome
Designed to reduce time spent compiling reports and give decision-makers faster access to the information they need.
Common build
Operations handoff system
The problem
Work completes on one side of a process but the next team is not notified. Delays stack up because transitions are invisible.
What it does
When a task or stage is marked complete, the system automatically notifies the next team with the relevant context attached — no manual forwarding required.
Likely outcome
Designed to reduce delays between stages and eliminate handoffs that depend on someone remembering to send a message.
Example system
Lead response system
The problem
New inquiries land in an inbox and wait until someone is available to respond — sometimes hours or days later.
What it does
A workflow captures form submissions, sends an immediate acknowledgment to the lead, creates a CRM record, and notifies the right person to follow up — all within seconds of submission.
Likely outcome
Designed to reduce response lag and ensure every inbound inquiry gets a consistent, timely acknowledgment regardless of team availability.
Example system
AI-assisted data review system
The problem
Incoming documents or records are reviewed manually line by line before anyone can act on them.
What it does
An AI-assisted workflow extracts key fields from incoming documents, flags anomalies or missing information, and routes items to the right person based on content for human review.
Likely outcome
Designed to reduce the manual review burden and speed up the time from document receipt to actionable next step.
Representative workflow
Custom internal tool
The problem
A core business process runs on a spreadsheet that has become too complex, too fragile, or too slow for the team using it.
What it does
A purpose-built internal tool replaces the spreadsheet with a structured system that validates input, tracks records, and gives the team a cleaner interface for the work they do every day.
Likely outcome
Designed to reduce errors from manual data entry and give the business a more reliable foundation for the process it depends on.
Related
Related Orivian pages
Invoice Automation
Learn what a better reminder and AR follow-up workflow can include.
Learn more →Business Process Automation
Automate repeated steps across invoices, reminders, alerts, and summaries.
Learn more →Operations Consulting
Identify where finance workflows are slowing down cash collection.
Learn more →Free tools
Plan your invoice follow-up workflow.
Use the invoice reminder workflow template before deciding what should be automated.
Automation
Invoice Reminder Workflow Template
A practical template for mapping invoice reminders, overdue escalation, internal alerts, payment status updates, and weekly AR visibility.
Use this tool →
Automation
Automation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
Use this tool →
Start with a free operations audit.
We will map your current invoice workflow and show you where InvoiceFlow removes the most manual work. No commitment required.
Prefer email? hello@orivian.ai